Purchases and Sales Made in Q2 2023 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM) during Q2 2023. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 600 SMALL C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
13.4K
+ 143.08%
$476K - $521K
22.7K $1.02M
Aug 08, 2023 Q2 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
13.3K
New
$473K - $518K
13.3K $597K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
13.2K
+ 1900.72%
$468K - $512K
13.8K $622K
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
13.1K
New
$464K - $508K
13.1K $586K
Aug 14, 2023 Q2 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
12.6K
New
$449K - $491K
12.6K $567K
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
12.6K
New
$447K - $489K
12.6K $564K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
12.2K
New
$434K - $475K
12.2K $548K
Jul 10, 2023 Q2 2023
Capital Cs Group, LLC

BUY
 -
12.2K
New
$433K - $474K
12.2K $546K
Jul 27, 2023 Q2 2023
Colton Groome Financial Advisors, LLC

BUY
 -
11.9K
+ 31.17%
$424K - $465K
50.2K $2.25M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
11.9K
New
$422K - $462K
11.9K $532K
Aug 04, 2023 Q2 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
11.8K
+ 38.52%
$419K - $459K
42.4K $1.9M
Jul 18, 2023 Q2 2023
Range Financial Group LLC

BUY
 -
11.6K
+ 63.68%
$414K - $453K
29.9K $1.34M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
11.5K
+ 31.71%
$407K - $446K
47.6K $2.14M
Jul 18, 2023 Q2 2023
Mc Guire Investment Group, LLC

BUY
 -
11.4K
New
$404K - $442K
11.4K $510K
Jul 13, 2023 Q2 2023
Lynch & Associates

BUY
 -
11.3K
New
$403K - $441K
11.3K $508K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
11.3K
New
$401K - $439K
11.3K $506K
Jul 13, 2023 Q2 2023
Windsor Capital Management, LLC

BUY
 -
11.2K
+ 4.77%
$398K - $436K
246K $11M
Jul 21, 2023 Q2 2023
Salomon & Ludwin, LLC

BUY
 -
11.2K
New
$398K - $435K
11.2K $502K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
11.2K
New
$397K - $434K
11.2K $501K
Jul 28, 2023 Q2 2023
Welch & Forbes LLC

BUY
 -
11.1K
New
$396K - $434K
11.1K $500K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
11.1K
+ 183.43%
$396K - $434K
17.2K $772K
Jul 26, 2023 Q2 2023
Garrett Wealth Advisory Group, LLC

BUY
 -
11.1K
+ 2.79%
$393K - $430K
408K $18.3M
Aug 14, 2023 Q2 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
11K
New
$392K - $429K
11K $494K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
10.9K
+ 919.14%
$389K - $426K
12.1K $545K
Jul 28, 2023 Q2 2023
Apcm Wealth Management For Individuals

BUY
 -
10.8K
New
$384K - $421K
10.8K $485K
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
10.6K
New
$379K - $415K
10.6K $478K
Aug 11, 2023 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
10.6K
New
$379K - $414K
10.6K $478K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
10.4K
New
$371K - $406K
10.4K $468K
Jul 11, 2023 Q2 2023
Arkansas Financial Group, Inc.

BUY
 -
10.2K
+ 60.78%
$364K - $398K
27.1K $1.21M
Aug 14, 2023 Q2 2023
Stadion Money Management, LLC

Watkinsville, GA
BUY
 -
10.2K
+ 0.67%
$364K - $398K
1.54M $69M
Aug 09, 2023 Q2 2023
Pecaut & Co.

BUY
 -
10.1K
+ 16.49%
$359K - $393K
71.4K $3.2M
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

BUY
 -
10.1K
+ 11.68%
$358K - $392K
96.2K $4.32M
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
10K
New
$357K - $391K
10K $450K
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
10K
+ 1.99%
$356K - $390K
514K $23.1M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
9.88K
+ 15.75%
$352K - $385K
72.6K $3.26M
Jul 21, 2023 Q2 2023
Treasure Coast Financial Planning

BUY
 -
9.83K
+ 7.8%
$350K - $383K
136K $6.1M
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
9.83K
New
$349K - $383K
9.83K $441K
Aug 15, 2023 Q2 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
9.62K
+ 148.57%
$342K - $375K
16.1K $723K
Aug 08, 2023 Q2 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
9.27K
New
$330K - $361K
9.27K $416K
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
9.27K
New
$330K - $361K
9.27K $416K
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
9.22K
New
$328K - $359K
9.22K $414K
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
9.16K
New
$326K - $357K
9.16K $411K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
9.08K
+ 150.97%
$323K - $354K
15.1K $678K
Aug 10, 2023 Q2 2023
Bedel Financial Consulting, Inc.

BUY
 -
9.07K
New
$323K - $353K
9.07K $407K
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
8.99K
+ 3.39%
$320K - $350K
274K $12.3M
Aug 15, 2023 Q2 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
8.96K
+ 74.34%
$319K - $349K
21K $943K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
8.91K
+ 12.23%
$317K - $347K
81.8K $3.67M
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
8.91K
New
$317K - $347K
8.91K $400K
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
8.82K
New
$314K - $344K
8.82K $396K

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